Senior IFA Administrator

4 weeks ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

Job Title: Senior IFA Administrator

Job Summary: We are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our administration team, you will be responsible for providing exceptional support to our financial planners and paraplanners, ensuring the highest level of service to our private clients.

Key Responsibilities:

  • Provide administrative support to financial planners and paraplanners, including data entry, document preparation, and filing.
  • Assist with the preparation of client reports, presentations, and other materials.
  • Develop and maintain knowledge of financial products and services to provide accurate and informed support to clients.
  • Work collaboratively with the team to achieve business objectives and improve processes.
  • Take on additional responsibilities as required, including training and development of junior team members.

Requirements:

  • Proven experience as an administrator in a financial services environment.
  • Strong technical skills, including proficiency in Microsoft Office and financial software.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Willingness to learn and develop new skills, including financial products and services.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for career development and progression.
  • A dynamic and supportive work environment.
  • Access to ongoing training and development opportunities.

About Us: Blakemore Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates, and we are seeking like-minded individuals to join our team.



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